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Wade Financial Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wade Financial Advisory’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$60.1M Buy
218,644
+565
+0.3% +$164K 20.59% 1
2024
Q4 		$63.2M Buy
218,079
+1,464
+0.7% +$427K 21.41% 1
2024
Q3 		$61.3M Buy
216,615
+1,372
+0.6% +$374K 20.64% 1
2024
Q2 		$57.6M Sell
215,243
-441
-0.2% -$114K 20.72% 1
2024
Q1 		$56.1M Buy
215,684
+15,323
+8% +$3.79M 20.44% 1
2023
Q4 		$47.5M Buy
200,361
+6,400
+3% +$1.41M 17.97% 1
2023
Q3 		$41.2M Buy
193,961
+2,072
+1% +$459K 17.64% 1
2023
Q2 		$42.3M Buy
191,889
+6,510
+4% +$1.36M 16.75% 1
2023
Q1 		$37.8M Buy
185,379
+7,908
+4% +$1.58M 15.89% 1
2022
Q4 		$33.9M Sell
177,471
-7,258
-4% -$1.4M 15.37% 1
2022
Q3 		$33.2M Buy
184,729
+2,511
+1% +$500K 16.6% 1
2022
Q2 		$34.4M Buy
182,218
+6,646
+4% +$1.37M 16.3% 1
2022
Q1 		$40M Buy
175,572
+26,417
+18% +$5.94M 17.14% 1
2021
Q4 		$36M Buy
149,155
+5,824
+4% +$1.37M 18.72% 1
2021
Q3 		$31.8M Sell
143,331
-432
-0.3% -$98.5K 17.96% 1
2021
Q2 		$32M Buy
143,763
+13,520
+10% +$2.93M 17.56% 1
2021
Q1 		$26.9M Buy
130,243
+3,843
+3% +$778K 17.01% 1
2020
Q4 		$24.6M Buy
126,400
+26,792
+27% +$4.9M 16.51% 1
2020
Q3 		$17M Buy
99,608
+4,932
+5% +$830K 13.36% 1
2020
Q2 		$14.8M Buy
94,676
+2,929
+3% +$432K 12.81% 1
2020
Q1 		$11.8M Sell
91,747
-7,048
-7% -$1.09M 11.8% 1
2019
Q4 		$16.2M Buy
+98,795
New +$15.5M 14.28% 1

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Wade Financial Advisory's VTI Position: Q1 2025 in Review

Wade Financial Advisory increased its Vanguard Total Stock Market ETF (VTI) stake by 0.26% in Q1 2025, buying an estimated $164K and bringing the position to 218,644 shares worth $60.1M. The position accounts for 20.59% of the portfolio, ranked #1.

Wade Financial Advisory first reported a position in VTI in Q4 2019 and has held it in 22 quarters since. The position peaked at $63.2M in Q4 2024. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Wade Financial Advisory held 218,644 shares of Vanguard Total Stock Market ETF worth $60.1M as of Q1 2025.
  • Wade Financial Advisory bought 565 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $164K.
  • Vanguard Total Stock Market ETF made up 20.59% of Wade Financial Advisory's portfolio in Q1 2025, its #1 holding.
  • Wade Financial Advisory first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
  • Wade Financial Advisory's Vanguard Total Stock Market ETF position peaked at $63.2M in Q4 2024.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.